Resource Management

  New Name for Resource Management Features To better reflect the range of current and upcoming resource management functionality, the following a...

  Overview At Kantata, we know that effectively managing and allocating your teams’ tasks, hours, and project schedules can be a daunting task. Th...

 Access Groups: Resource ManagementDefault Account Permissions: Account Administrator   Overview Resource managers have a difficult task for...

  NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...

  NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...

  How to Change a Team Member's Role To change a team member's Role: Select Rates & Roles from the Actions (“   ”) drop-down menu located to the ...

    How to Delete a Project Role To delete a project role for a particular team member: Select Rates & Roles from the Actions (“   ”) drop-down m...

  How to Reassign a Team Member's Project Role To reassign all project tasks for a particular team member: Select Rates & Roles from the Actions ...

  How to Change a Team Member's Primary Project Role Hover over Projects on the left-side nav bar, and select your project. If you don't see the ...

  How to Add Project Roles to a Team Member After the project is created, select Rates & Roles from the Actions (“   ”) drop-down menu located to...

  Overview With the Multi-Role Resourcing feature in Kantata OX, team members can perform multiple roles on the same project, so you can better ma...

  Overview The Resource Shaping tool allows Account Administrators through Report Viewers to create rough-cut resource plans by defining the weekl...

  Overview Estimation occurs prior to the start of a project to ensure that you have the time and resources necessary to be successful. With our R...

 Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview The Projected Budget calcula...